Salesforce Administrator - Financial Services Cloud

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Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

79a874ad64b0

Job Views:

10

Posted:

26.04.2025

Expiry Date:

10.06.2025

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Job Description:

Salesforce Administrator with 5+ years experience needed for a Financial Services Company specialising in wealth management, following a merger between two global brands.

As part of a large-scale digital transformation, they seek a Salesforce Admin to assist in implementing a new Salesforce Financial Services Cloud solution and migrating legacy data to the new system.

• You will play a crucial role in this transition and provide ongoing optimisation of the Salesforce ecosystem, including:
• Administering the Salesforce CRM platform to ensure performance and user satisfaction.
• Summarising workflows into user stories and gathering requirements.
• Collaborating with internal teams to translate business needs into Salesforce solutions.
• Customising and configuring Salesforce features such as workflows, page layouts, reports, dashboards, etc.
• Managing Salesforce roles, profiles, sharing rules, workflows, and groups.
• Implementing enhancements like custom objects, fields, formulas, workflows, and approval processes.
• Ensuring data integrity and security through best practices.
• Providing user support and training, promoting Salesforce adoption.
• Staying current with Salesforce updates and advising stakeholders on improvements.

What you bring:

• 5+ years of professional Salesforce administration experience.
• Experience with Salesforce Financial Services Cloud.
• Salesforce certifications such as Administrator (required) or Platform App Builder (desirable).
• Experience implementing Salesforce Financial Services Cloud, understanding components like financial modelling, client lifecycle management, and compliance.
• Strong problem-solving skills and ability to develop custom solutions for wealth management needs.
• Excellent communication and stakeholder management skills.
• Proficiency in aligning Salesforce solutions with financial industry regulations.

In return, you'll join a growing organization offering significant career opportunities within a global firm. Salary ranges from £60k-£70k plus bonus and benefits.

Please contact us directly for more information or click apply for immediate consideration.